Invest with Jac's is a blog to share my personal investment views on how to start and continue to look for valuable companies and properties to invest in.

Saturday, August 11, 2012

Jac's selection for first 8 months...

It's almost three-quarters of a year. Let us relook and reflect on my selection in the beginning of the year. Take a look at the summarised table below.

Company

Price in 4 January

Price on 10 August

Total Dividends for past 8 months

Percentage gain/loss

US-listed
Companies

McDonald's

$99.390

$88.200

$2.100

-9.1%

Coca-Cola

$69.700

$78.790

$1.530

15.2%

Starbucks

$46.170

$45.570

$0.510

-0.2%

Walt
Disney

$38.850

$49.650

$-

27.8%

Las
Vegas Sands

$43.760

$38.950

$0.500

-9.8%

US
Performance

$297.870

$301.160

$4.640

2.7%

Singapore-listed
Companies

Cerebos
Pacific

$5.040

$6.550

$0.250

34.9%

Singpost

$0.935

$1.060

$0.050

18.7%

SPH

$3.740

$4.060

$0.070

10.4%

Breadtalk

$0.550

$0.555

$0.015

3.6%

Popular
Holdings

$0.164

$0.235

$0.005

46.3%

Singapore
Performance

$10.429

$12.460

$0.390

23.2%

Overall
Performance

$367.87

$373.85

$5.96

3.2%

McDonald's and Las Vegas Sands has the greated value loss of just less than 9.1% and 9.8% respectively. I still have faith in these two companies and I am confident they can make my investment grow. It may be a good time to stockpile McDonald's shares.
The US portfolio still has an overall 2.7% gain in value.

Meanwhile, all the five stocks that I have picked for the Singapore portfolio has gained 23.2% for the past 8 months. Cerebos Pacific has made an exit offer of $6.60 per share. Shareholders not only enjoyed the good $0.25 dividend and a surprise windfall as well. If you have bought this share at the beginning of the year, your savings would have gained 35% in just 8 months.

Singpost and SPH has gained 18.7% and 10.4% respectively. This healthy gain signals that we should continue to hold on to these two stocks. Breadtalk's value increases only a mere 3.6%.

Lastly, I will talk about Popular. If you have read my last post, you would have known that Popular Holdings' Chairman has increased his stakes. Even after that post, he continues to increase his stake even at $0.235. This can only tell me one thing, Mr Chou is very confident of Popular Holdings in the years to come.

Please feel free to comment and share about your thoughts.

Cheers.

Disclosure: Writer owns Popular Holdings shares.
Disclaimer: Readers are advised to exercise their own discretion when investing. Stock investment is considered high-risk.